Monitor your accounts easily
and securely
• Get instant access to your account information online, or on-the-go with
the Schwab mobile app.
Easy, secure access
• Stay informed on the status of requests and securely approve transactions.
• Keep your contact information up to date so you can be notified.
• Count on secure, paperless delivery of important documents, including
account statements, trade confirmations, and tax reports.*
• Conveniently deposit checks with a click of the camera on your phone
or tablet.
Signing up for Schwab Alliance gives you access
to your account information virtually anytime,
anywhere, while saving time and paperwork.
Designed for investors like you, our website and mobile
app enable you to stay informed about your accounts while
still relying on the one-on-one guidance provided by your
independent advisor.
For illustrative purposes only.
Ask your advisor to initiate your online access to Schwab Alliance—it’s free,
fast, and easy.
Get instant access to your account information.
*You must be listed as the account owner to enroll in electronic delivery. You may also be eligible for lower electronic
equity trade commissions if you enroll in electronic delivery.
Set up account access one of two ways
OPTION 1
1
The easiest way: Ask your advisor to initiate your
online enrollment
OPTION 2 (If you selected Option 1, you can go directly to Step 3.)
1
Initiate enrollment on your own (requires additional verification steps)
Go to schwaballiance.com and click “New User?”
You’ll receive an email with a link to get started. If the link has expired,
ask your advisor to resend.
2a Verify your personal information
Follow step 2 in Option 1.
2
Verify your personal information
You’ll need to enter information such as your Social Security number and
brokerage account number through our secure interface. Your account
number is the eight-digit number at the top of your statement. If you own
more than one account, you can enter any one of those account numbers.
Note: Always use caution when logging in away from home. Visit Schwab Safe on the Schwab Alliance homepage for
more tips on online security.
2b Authenticate via account securities
A list of securities will appear, and you must verify which of these are held in
your account. If your account is new and assets haven’t yet transferred, select
“NONE OF THE ABOVE.”
3
Select primary account
Create a nickname for your account and select the purpose (optional).
4
6
Review and accept user agreements
Review the user agreements and click “Agree” for each to accept their terms.
Create your login ID and password
Choose a secret question and answer to make any future password resets
easier. For your own security, do not share this information with anyone,
including your advisor.
7
Enroll in paperless delivery
Sign up for electronic delivery of key account documents. You can enroll all
eligible accounts or select specific accounts for documents you wish to enroll.
5
Verify information
If anything is inaccurate, click “Change Information.”
If you already have online access to Schwab Alliance, go directly
to schwab.com/sa_gopaperless to sign up for electronic delivery.
If you have any questions or need further assistance, call a Schwab
Alliance specialist at 1-800-515-2157 or ask your investment
advisor to initiate your online enrollment.